Portfolio manager jobs in Towson, MD - 1,058 jobs

Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex challenges and build legacies for future generations. There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world. We're one global team driven by our common purpose to deliver a better world. Join us. Job Description AECOM are seeking a qualified and experienced Transportation Asset Manager to support the development and implementation of Transportation Asset Management Plans (TAMPs) for State Departments of Transportation. This role requires a strong engineering background, deep knowledge of transportation infrastructure, and familiarity with federal asset management requirements under MAP-21 and the FAST Act. The successful candidate will play a key role in helping DOTs manage transportation assets strategically, improve performance outcomes, and ensure long-term sustainability of infrastructure investments. If your desired office location is not listed, and you are qualified and interested, please apply for further discussion. Key Responsibilities: Lead or contribute to the development of federally-compliant TAMPs for state DOTs. Conduct engineering analysis of transportation assets including pavements, bridges, and ancillary infrastructure. Evaluate asset condition data and develop performance targets and investment strategies. Collaborate with DOT staff, consultants, and stakeholders to align asset management practices with agency goals. Prepare technical documentation, reports, and presentations for internal and external audiences. Support risk management, lifecycle cost analysis, and financial planning activities. Stay current with FHWA regulations, engineering standards, and asset management technologies. Qualifications Required Qualifications: * BA/BS and 6 years of relevant experience demonstrated equivalency of experience and/or education Preferred Qualifications: Master's degree in Civil Engineering, Transportation Systems, or Infrastructure Management. Professional Engineer (PE) license Certification in asset management (e.g., IAM, ISO 55000, CAMA). Experience with GIS, data visualization, and transportation modeling software. Familiarity with state DOT operations, funding mechanisms, and capital planning Minimum of 5 years of experience in transportation asset management, with direct involvement in developing or contributing to TAMPs for state DOTs. Strong understanding of FHWA TAMP requirements and performance-based planning. Proficiency in asset management systems (e.g., AgileAssets, Deighton, AASHTOWare) and engineering analysis tools. Excellent written and verbal communication skills. Additional Information About AECOM AECOM is proud to offer comprehensive benefits to meet the diverse needs of our employees. Depending on your employment status, AECOM benefits may include medical, dental, vision, life, AD&D, disability benefits, paid time off, leaves of absences, voluntary benefits, perks, flexible work options, well-being resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan, and employee stock purchase plan. AECOM is the global infrastructure leader, committed to delivering a better world. As a trusted professional services firm powered by deep technical abilities, we solve our clients' complex challenges in water, environment, energy, transportation and buildings. Our teams partner with public- and private-sector clients to create innovative, sustainable and resilient solutions throughout the project lifecycle - from advisory, planning, design and engineering to program and construction management. AECOM is a Fortune 500 firm that had revenue of $16.1 billion in fiscal year 2024. Learn more at aecom.com. What makes AECOM a great place to work You will be part of a global team that champions your growth and career ambitions. Work on groundbreaking projects - both in your local community and on a global scale - that are transforming our industry and shaping the future. With cutting-edge technology and a network of experts, you'll have the resources to make a real impact. Our award-winning training and development programs are designed to expand your technical expertise and leadership skills, helping you build the career you've always envisioned. Here, you'll find a welcoming workplace built on respect, collaboration and community-where you have the freedom to grow in a world of opportunity. As an Equal Opportunity Employer, we believe in your potential and are here to help you achieve it. All your information will be kept confidential according to EEO guidelines.

Senior Tax Manager page is loaded## Senior Tax Managerremote type: Hybridlocations: Encino, CA: Norfolk, VA: Baltimore, MD: Reston, VA: Denver, COtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R366We are seeking a CPA with at least 12+ years of experience from a mid-to-large sized local firm with business accounting and tax experience to join our firm. You will be reviewing and adjusting the accounting prepared by our tax accountants and preparing and reviewing tax returns for Partnership, S-Corporation, Individual, and Trust Tax Returns. Our firm has a broad base of clients in many industries, but the largest concentration is in real estate and experience in this area and partnerships is required.The qualified candidate is committed to public accounting, their peers, and clients with a high degree of integrity and professionalism. Collaboration is essential to the success of this role.**Primary Responsibilities*** Prepare complex real estate partnership returns.* Review accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns.* Conduct detailed reviews with occasional preparation work as needed.* Manage client relationships, including client groups with multiple entities (up to 100+).* Provide direct client contact and develop tailored solutions for client needs.* Oversee and train staff, assisting with technical development and mentoring.* Apply advanced knowledge of multi-state tax issues, 1031 exchanges, 163(j) limitations, Qualified Business Income (QBI) deductions, 704(b) target allocation rules, allocation of non-recourse debt, 754 step-ups, and cost segregation studies.* Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking.* Handle federal and state tax audits and assist with tax controversy matters.* Maintain expertise in multi-state tax and foreign compliance policies, ensuring adherence to relevant regulations.* Assist in preparing firm memos and technical documentation.* Keep up with industry best practices and tax law updates.* Support the development of staff through structured training programs.* Lead and execute other tax-related projects as they arise.**Required Qualifications:*** A college degree in accounting or a similar field is required.* Certified Public Accountant (CPA) designation.* A minimum of 12+ years of experience in public accounting is required, with a strong preference for candidates from a mid-to-large-sized local firm.* Experience with trusts, estate tax returns, and/or private foundations is preferred* Experience training, managing and mentoring teams* Experience with partnership tax matters, including capital account maintenance under the 704(b) regulations, 1031 exchanges, 754 elections, Section 163(j), 199A, and Pass-Through Entity Tax (PTET).* Multi-state tax experience is required, and international tax experience is considered a plus.* Proficiency in Excel and experience working in a paperless office environment are essential.* Familiarity with software such as Lacerte, QuickBooks, and CCH Engagement is desirable.**Compensation Range:****$230,000-275,000****Why Cerity Partners****:**Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:* Health, dental, and vision insurance - day 1!* 401(k) savings and investment plan options with 4% match* Flexible PTO policy* Parental Leave* Financial assistance for advanced education and professional designations* Opportunity to give back time to local communities* Commuter benefits*Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.**Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.*Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.Cerity Partners is one of the nation's leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don't just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron's Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs. #J-18808-Ljbffr

💼 Work Style: Hybrid (flexible in-office schedule) 💰 Compensation: $140,000 - $185,000 base + bonus (DOE) About the Opportunity Our client is a well-established public accounting firm known for their collaborative culture, long-term client relationships, and consistent year-over-year growth. They take pride in offering a modern approach to work-life balance without compromising technical excellence. We're partnering with them to identify an experienced Tax Manager who's ready to lead engagements, mentor staff, and be a trusted advisor to clients. Key Responsibilities Manage complex tax engagements for individuals, partnerships, S-corps, and closely-held businesses Review returns prepared by staff and seniors for technical accuracy and compliance Research complex tax issues and provide practical solutions for clients Support client relationships through proactive communication and planning discussions Lead, mentor, and develop team members through review and training Assist partners with business development, client onboarding, and workflow efficiency What They're Looking For Active CPA license (required) 6+ years of experience in public accounting (preferably within a regional or mid-sized firm) Strong technical knowledge in federal and state tax compliance Excellent communication and leadership skills Experience with CCH Axcess, UltraTax, or similar tax software (a plus) Why This Firm Hybrid flexibility - typically 2-3 days in office Stable, growing client base in multiple industries (real estate, construction, manufacturing, professional services, etc.) Real promotion potential - leadership succession planning is a key focus Competitive compensation package, comprehensive benefits, and strong PTO Confidential inquiries encouraged. If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation. 📧 joey@solidrockrecruiting.com 📞 (605) 601-4597 #J-18808-Ljbffr

Would you like to work in a world-class tax practice working on complex and interesting technical issues? Deloitte's Washington National Tax (WNT) Passthroughs Group is looking for an experienced professional to join our tax practice. What you'll do Deloitte's WNT practice provides deep technical subject‑matter expertise and works closely with the firm's tax professionals and clients to provide a comprehensive approach to analyzing complicated issues and managing risks. Our WNT Passthroughs Group specializes in the intricacies of passthrough entities (partnerships and S corporations), including domestic and cross‑border restructurings, joint ventures, mergers, acquisitions, dispositions, and financing transactions. As a Manager in WNT's Passthroughs Group, you will collaborate directly with some of the leading experts in federal, state, and international taxation to consult with our clients throughout the transaction cycle - from negotiations right up to and including tax rulings and examinations. You will work on a variety of matters and will have significant opportunities to engage in legal research, analyze novel technical issues, and draft tax opinion letters and memoranda. You will frequently participate in speaking, writing, and professional association activities that address current developments in legislative proposals, judicial decisions, regulatory and administrative guidance, as well as tax administration and tax policy. The Team Deloitte Tax's WNT professionals represent a wide array of Fortune 500 companies and many leading private equity funds in some of their larger and more complex passthrough‑related transactions. Our professionals have extensive experience and expertise built on years in private practice at law firms and public accounting firms as well as public practice at the IRS and Treasury. Our team's significant government experience offers clients relevant insights into how the government approaches issues and actively contributes to the development of WNT's substantial private letter rulings practice. Our culture promotes strong interpersonal relationships among our team through an emphasis on professional development, collaboration, and investment in the technical and career development goals of all of our members. Qualifications Required: Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co‑locate in person 2 - 3 days per week Limited immigration sponsorship may be available 5+ years' experience in taxation in a law firm or 5+ years' experience in a public accounting firm practice Bachelor's degree in accounting, finance, JD or related field One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed attorney Enrolled Agent Located in, or willingness to relocate to, the Washington, D.C. metro area Ability to travel 10-20%, on average, based on the work you do and the clientsandindustries/sectorsyou serve Preferred: An advanced degree such as MS in Taxation or JD and/or JD/LLM Strong analytical abilities. Excellent oral and written communication skills. For individuals assigned and/or hired to work in Washington, DC, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to Washington, DC, and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $132,930 to $246,870. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance. Information for applicants with a need for accommodation: ************************************************************************************************************ #J-18808-Ljbffr

Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry. Job Description: This role is requiring the oversight of multiple client service teams and the proven ability to plan, direct, execute and complete tax projects and compliance efforts across a variety of industries. This Senior Manager is a critical member of the local tax office team, providing thought leadership to the partner group while actively developing and mentoring staff and managers. Responsibilities include: Will economically and efficiently manage projects including billing and accounts receivable responsibilities Conduct review of federal and state income tax returns for corporate, S corp., partnership and individual clients Develop and maintain strong client relationships Provide innovative tax planning strategies and compliance expertise to clients; perform research and prepare/review technical tax memorandum Understand and manage firm risk on tax services performed Manage, develop, and mentor staff/managers on projects and assess performance through formal periodic reviews and informal feedback Qualifications: BS in Accounting required, Masters in Taxation or LLM is a plus CPA required Minimum of 8 years of experience in public accounting or corporate/public blend Working with the tax team to identify and resolve client issues Anticipating and addressing client concerns and resolving problems as they arise Successful engagement and client management skills, and experience with growing client relationships Possess effective writing, communication and tax research skills Sub C and Provision experience Sub K experience preferred Strong leadership and mentorship experience We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $106,500.00 - $267,500.00 per year. Our Benefits: Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you! How You Can Grow: We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper! More about Crowe: Crowe (************** is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge. Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable. #J-18808-Ljbffr

Main Responsibilities Lead the preparation and review of U.S. federal, state, and international tax filings for corporations and partnerships. Manage ASC 740 tax provision calculations and ensure compliance with GAAP and other regulatory standards. Conduct complex tax research, interpret evolving tax laws, and advise on implications for business operations. Partner with cross-functional teams on tax planning strategies, M&A activity, and business structuring. Represent the company during audits and manage communication with tax authorities. Drive continuous process improvements in tax compliance, reporting, and internal controls. Qualifications 6+ years of tax experience, ideally in public accounting and/or corporate tax departments. Deep knowledge of U.S. federal and state income tax laws, GAAP, and ASC 740. Experience with corporate, partnership, and/or international tax compliance and planning. CPA or MST strongly preferred. Strong research, documentation, and presentation skills. Bachelor's degree in Accounting, Finance, or a related field. #J-18808-Ljbffr

A leading financial services firm in Washington, DC is seeking an experienced Tax Manager to lead complex tax compliance and planning initiatives. The role requires at least five years of public accounting experience and a CPA license, with a focus on partnership taxation. The Tax Manager will oversee individual and partnership returns, analyze tax planning opportunities, and provide exceptional client service. This is a full-time position offering competitive compensation and extensive benefits in a collaborative work environment. #J-18808-Ljbffr

A leading recruitment firm in Washington, DC is seeking a Tax Manager to oversee tax compliance and planning for diverse clients. The ideal candidate should have a CPA license, 5+ years of public accounting experience, and strong project management skills. Key responsibilities include managing client engagements and leading tax staff. This full-time position offers competitive compensation and a collaborative work environment focused on professional development and client service. #J-18808-Ljbffr

Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Oracle ERP Financial Manager $122,503.00 - $157,830.00(Hybrid; Location: Washington, DC) The Office of the Chief Financial Officer (OCFO) whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of an Oracle ERP Financial Manager (ERP Business Analyst Manager). This position is located in the Office of the Chief Financial Officer (OCFO), Office of Financial Operations and Systems (OFOS), District Integrated Financial System (DIFS) Support Center. The incumbent is accountable for providing efficient and effective functional support for the ERP system. Duties include, but are not limited to: Serving as a primary resource in troubleshooting post-go-live production issues Designing and implementing methods to gather and document business requirements for implementing enhancement requests Leading fit-gap analysis Assisting with prototyping, system configuration, testing, and end user training Developing a system or process for reviewing internal and external data feeds into the Oracle ERP Cloud system Reconciling and validating the data feeds and identifying the causes of any differences noted Planning, designing and implementing policies and procedures for quarterly updates and patches for Oracle ERP Cloud Developing a detailed workplan for testing Oracle ERP Cloud functionalities, issuing fixes and enhancements in the system after updates/patches have been made Responding to requests for information and providing feedback on efforts that affect the Support Center's daily operations and activities Managing the performance of the ERP Business Analysts and Subject Matter Experts Performing other related duties as assigned Minimum Qualifications: Six (6) years of progressive work experience performing related duties and responsibilities such as: evaluating ERP systems and providing end user support to improve effectiveness; evaluating and identifying business requirements; designing and developing solutions; leading business teams to implement system enhancements and resolve issues; and providing project management oversight. Experience utilizing Oracle Cloud Enterprise Resource Planning (ERP) and Oracle Cloud Enterprise Performance Management (EPM) is required. Excellent oral and written communications skills are required. Incumbent must have at least one (1) year of work experience supervising or providing direction and guidance to lower-level staff. For initial review, please submit your resume to the Office of the Chief Financial Officer, Human Resources Division, located at 1101 4th Street, SW, Suite W220, Washington, DC 20024. The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance. The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER

Realterm is a real estate operator whose employees have a track record of capitalizing on durable insights into the supply and demand of real assets through the global supply chain. Realterm seeks to build and invest in value-added business platforms that have a proprietary position in their markets, source investments with favorable supply/demand dynamics and bring intense focus to operating results. Realterm offers several career fields such as Accounting, Asset Management, Capital Markets and Investor Relations, Construction, Finance, Investments, Leasing, and Property Management that make working here unique, challenging, stimulating, and rewarding. With offices in Amsterdam, Annapolis, Baltimore, Chicago, Frankfurt, Houston, Los Angeles, Montreal, New York, Singapore and Sydney, you are empowered to take your career where you want it to go. A career at Realterm allows you thrive in a fast-paced workplace environment with tremendous scale. Enjoy working in a collaborative environment with supportive teammates where you will be challenged to grow and be at your best every day. We offer our employees a robust and competitive benefits package. If you are looking for a rewarding career in private equity commercial real estate, apply today. Essential Duties and Responsibilities Partner with the VP of Tax and Managing Director of Finance to provide and execute advice related to the tax implications of business activities and initiatives as well as tax risks the company faces. Oversee, prepare, and review tax models and work papers related to the quarterly tax estimates and annual tax return process. Plan and manage preparation and review of all US federal, state, and local partnership and corporate income tax returns for Realterm's holding companies and asset management companies. Ongoing planning and coordination of internal teams to understand, document and calculate detailed tax related transactions required as part of the annual corporate compliance process. Responsible for the review and delivery of K-1s related to the Firm's holding companies and asset management activities. Responsible for the maintenance of partner demographic data, including W-9 and W-8, partner transfers, and state filing information. Plan and manage an efficient tax compliance process and maintain audit-ready work papers. Design strategies for transactions, acquisitions, and other initiatives to minimize tax risk and maximize tax efficiency. Manage the filing of personal property tax returns and other ad-hoc regulatory filings. Develop good working relationships with key stakeholders with an emphasis on Accounting and Finance, Legal and Compliance, Human Resources, Technology, and external tax advisors. Liaise with private equity teams as well as the third parties with respect to accounting packages, partner allocations, underlying K-1s, and investor information for the tax preparation. Serve as a primary point of contact with external tax advisors. Conduct tax research and draft memorandum. Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, participating in professional organizations. Responsible for the creation of training tools and checklists to support the compliance process. Assist with and understand complex federal, state, international, corporate, and partnership tax issues. Competencies Accountability Character, Trust, Integrity Planning, Decision-Making & Initiative Development & Learning Collaboration, Communication & Teamwork Qualifications Demonstrated working knowledge of tax issues related to partnership and corporate structures Demonstrated working knowledge of tax issues related to the asset management industry (real estate specific preferred) Comfortable in complex ownership structures State and local tax experience International tax experience, preferred Effective and proven project management skills Effective communicator (both oral and written) and be able to communicate with all staff and executive levels within the organization Able to work effectively as a team member across business groups Able to engage others (that they do not directly supervise) to actively participate in projects Ability to multi-task in a fast-paced environment. Education and/or Experience 5+ years of total experience with at least 3 years in a public accounting firm Bachelor's degree in accounting, taxation, law or other related field CPA license required Tax experience required Experience with partnership tax required Experience with state tax required Experience with corporate tax preferred Experience with international tax preferred Self-starter and entrepreneurial mentality Strong Excel skills essential Strong tax research skills Work Environment The position will work in a general office setting and may require travel, up to 10% of time annually, to remote office locations based on organizational/business needs. Physical Demands Must be able to remain in a stationary position for the majority of the workday, sitting at a desk, consistently operating a computer. The person in this position must be able to access file cabinets and office machinery (to include a computer, copier, and fax machine). On occasion, may need to lift boxes of up to 10 lbs. Realterm prioritizes, embraces and values safe, inclusive and collaborative environments and is committed to intentionally building a workplace where our employees can succeed. Full-time eligible employees may participate in our robust benefits program which includes healthcare (single and family coverage available), retirement plan with matching contributions, paid leave, volunteer time off, wellness/lifestyle benefits and more. More information regarding benefits and total compensation will be provided during the hiring process. Realterm is an equal opportunity employer, as we value and respect diversity. We encourage diversity in ideas, opinions, experiences and identities. We do not discriminate in our employment practices based upon protected class, to include race, color, religion, sex, national origin, age, disability or genetic information.

This position provides leadership and management for a branch team ensuring profitability, growth, and sound operation. This position is responsible for driving branch teammates to provide a best in class client experience while assisting new and existing clients through needs-based conversation and providing appropriate solutions to meet immediate, short-term and long-term financial needs. The Branch Manager is responsible for business development efforts, including referrals to multiple lines of business. Position Accountabilities Responsible for driving branch sales, service, and operational excellence performance results through: Deliver strong individual and team sales/referral performance in deposits, loans, investments and other product lines Provide excellent client experience through needs-based conversations Direct, lead and coach superior sales and service behaviors and activities by the entire team, leveraging the Sales & Service Playbook Drive business development of the branch to deliver both strong team performance and strong individual performance through personal productivity in the areas of small business, mass affluent, Workplace Solutions, and line of business partnerships Develop and execute plans in order to meet/exceed of branch sales goals while maintaining an operationally efficient and compliant branch Conduct sales efforts, as required, to bring in new primary relationships, while also maintaining and expanding existing personal and business banking relationships. Accountable for maximizing sales and client satisfaction while minimizing operating losses by executing the tactics and strategies outlined for the branch Drive sales outreach strategies including outbound calling utilizing available leads Review performance results via analytics dashboards and other sources to assess performance and make necessary adjustments in team initiatives, teammate coaching, etc. Successfully execute Performance Leadership routines, coaching teammates, and utilizing formal observations and branch performance metrics in order to manage and measure branch success Develop and maintain relationships with existing small business and mass affluent clients to continually retain/deepen those relationships, earn referrals, and achieve goals Promote and represent the bank through community involvement during and after business hours Support and implement initiatives for CRA and Fair Lending Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Ensure that all required training is successfully completed by the entire team Ensure branch follows bank procedures, internal controls, regulatory policies & procedures, risk management and the Code of Conduct Talent Management and development: Interview and select candidates to fill branch positions Coach, train, and develop branch team through formal observations and coaching sessions Manage teammate performance development process including performance reviews Educate teammates on products, services, and digital capabilities Analyze reports to respond and coach accordingly Conduct performance counseling, including making and recommending disciplinary action decisions Ensure all teammates follow internal controls, operational procedures and risk management policies Organizational Relationship This position reports to the Market Leader Position Qualifications Education & Experience Bachelor's Degree or equivalent work experience required Five or more years retail banking experience required Previous lending experience required Three or more years of management experience in a sales environment preferred Possess or be able to obtain NMLS registration Knowledge & Skills Excellent client service skills Demonstrated leadership skills Excellent oral and written communication skills Ability to exercise sound business judgment Flexible, able to adapt to change Ability to travel based on business need Evening and weekend hours required based on business need Able to stand for extended periods of time and lift objects up to 30 pounds Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. The salary range for this role is $72,052--$120,179 This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Position Summary: We are seeking an experienced Portfolio Manager to join our OCIO Investment Team. This individual will play a senior role in managing multi-asset class portfolios, advising clients, and driving OCIO investment strategy. The ideal candidate will combine strong investment expertise with a client-first mindset, capable of both leading portfolio construction and fostering trusted relationships with boards, committees, and stakeholders. The primary duties and responsibilities include but are not limited to: As a senior member of the OCIO Investment Team: * Lead the design, construction, and ongoing management of customized multi-asset portfolios. * Oversee asset allocation, risk management, and rebalancing strategies. * Conduct manager selection and due diligence across traditional and alternative asset classes. * Contribute to the firm's overall investment philosophy, research agenda, and capital market views. * Serve as the lead investment advisor for a set of institutional clients. * Monitor portfolio performance, attribution, and liquidity, providing actionable recommendations. * Present investment strategy, performance, and market insights to investment committees and boards. * Build long-term, consultative relationships, ensuring alignment with each client's objectives, risk tolerance, and governance structure. * Partner with client service and operations teams to ensure seamless delivery of investment solutions. * Mentor and develop junior investment professionals. * Collaborate with business development to support new client growth and retention. * Uphold fiduciary standards, regulatory compliance, and best practices in portfolio management. Qualifications: Specific qualifications for the Portfolio Manager position include: * Minimum of 10+ years of investment experience required, within an Endowment or other OCIO firm preferred * CFA and/or MBA required * Must be an experienced investor who is creative, innovative, and possesses a high level of familiarity across a broad range of investment strategies and client management disciplines * Is self-motivated, a team player and has experience mentoring junior team members * Must be dedicated to the "client first" principles of the firm and must possess uncompromising personal integrity * Ability to work in our Boston, Richmond, Charlottesville, or Baltimore office location; Preference on Boston and Charlottesville locations Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). Salary: $200-225k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility, which are applicable to this position. Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.

Energy Portfolio Manager MD Energy Advisors (MDEA) is a rapidly growing energy management company that provides Commercial, Utility, and financial solutions for clients across the United States. As we continue to expand our operations, we are seeking a talented and driven Energy Portfolio Manager to expand our Commercial Solutions division. The Energy Portfolio Manager for Energy Procurement will be responsible for identifying, cultivating, and securing new business opportunities within the energy sector. This role requires a strategic thinker with a deep understanding of energy markets, procurement strategies, and client relationship management. PRIMARY RESPONSIBILITIES Develop and execute business development strategies to acquire new clients and expand the company's market presence. Research and identify potential clients, industries, and market segments for targeted outreach and lead generation. Build and maintain a robust pipeline of prospects, nurturing relationships from initial contact to contract closure. Collaborate with the sales team and other departments to tailor solutions and proposals to meet client needs. Responsible for the selling of energy procurement service and other energy products. Build and maintain strong relationships with key stakeholders, including energy suppliers, utilities, and potential clients. Direct all sales activities from opportunity identification through deal closure for all industry accounts. Prepare and deliver persuasive presentations, proposals, and pitches to prospective clients. Develop a sales plan to achieve annual business objectives. Develop and manage strategic relationships with consultants and partners that contribute to the achievement of annual targets as defined in the sales plan. Stay updated on industry trends, regulatory changes, and technological advancements to provide innovative and competitive solutions. Maintains professional, technical and product knowledge by attending developmental sessions when needed. Communicate with the manager and cross-functional team to ensure availability, accuracy and execution of activities. Leverages existing market contacts and relationships to drive direct and indirect prospecting and business development. Achieve sales targets and contribute to the overall revenue growth of the energy procurement division. Provide regular reports and analysis on sales activities, market trends, and competitor strategies to the management team. QUALIFICATIONS Bachelor's degree in business, economics, engineering, or equivalent related work experience. Proven track record of at least 10 years in business development or sales within the energy procurement, utilities, or related industry. Exceptional communication, negotiation, and presentation skills. Ability to analyze data, identify trends, and develop strategic solutions. Self-motivated, results-oriented, and capable of working independently as well as part of a team. Strong knowledge of energy markets, procurement processes, and regulatory frameworks. Strong Emotional Intelligence: ability to understand needs and feelings, then responding appropriately. Strong Communication Skills: ability to build relationships, identify customer concerns and articulate solutions. Active Listening: ability to understand a customers' needs, by offering clarifying questions and responses. Agile-Thinking: Ability to think deftly, identifying customer needs, overcoming objections, and delivering an impactful solution. Receptive to Feedback: ability to receive feedback, identifying opportunities and implementing changes Demonstrated track record of building a direct book of business Ability to develop, cultivate, maintain and leverage contact networks and business relationships Proficient in Microsoft Office and Salesforce CRM. Ability to travel for client meetings, customer events, conferences, trade shows and other company functions as required. BENEFITS MD Energy Advisors offers competitive salaries and benefits. We put a premium on work-life balance, offering flexibility with our remote team. We also offer: Performance based incentives Medical, dental and vision health insurance 401k Paid time off and paid holidays Wellness Reimbursement Professional Development Reimbursement Regular team meetings and in-person gatherings Maryland Energy Advisors is an Equal Opportunity Employer/M/F/Disability/Vet.

Under the general direction of the Executive VP and Chief Operations Officer, and in accordance with good business practices, the Portfolio Manager is responsible for the oversight, alignment, and optimization of the organization's portfolio of projects and programs. This role ensures that all initiatives collectively support organizational strategy, maximize return on investment, and efficiently utilize resources. The Portfolio Manager will work closely with project managers, department leaders, and executives to evaluate new initiatives, prioritize work, track progress, and report on portfolio health and performance. This role demands strategic thinking, excellent communication and facilitation skills, and the ability to provide executive-level visibility into the organization's project portfolio. Education and Experience: · Bachelor's degree in business administration, healthcare management, information systems, or related field; or in lieu of degree, an additional 4 years of relevant work experience may be considered. · Minimum of 5-10 years of progressive experience in project or portfolio management, preferably within healthcare operations or technology. · Portfolio Management Professional (PfMP), Program Management Professional (PgMP), or PMP certification highly desirable. · Proven experience managing multiple concurrent initiatives, prioritizing competing demands, and working cross-functionally with senior leaders. Required Skills/Abilities: · Strong leadership and strategic planning skills, with the ability to align projects and programs with organizational goals. · Excellent communication, presentation, and stakeholder management skills. · Advanced analytical skills with the ability to evaluate ROI, resource utilization, and risk across the portfolio. · Proficiency with portfolio management, project management, and collaboration tools. · Ability to foster collaboration and drive decision-making across multiple departments and executive teams. Duties/Responsibilities: 1. Portfolio Oversight & Strategic Alignment a. Manage the intake, evaluation, and prioritization of projects and programs to ensure alignment with strategic goals. b. Facilitate regular portfolio review meetings with executive leadership to approve, defer, or retire initiatives. c. Develop and maintain a portfolio roadmap that visualizes dependencies, timelines, and resource commitments and alignment of solutions to business needs. 2. Resource & Capacity Management a. Partner with department leaders to assess resource capacity and allocation across the portfolio. b. Identify resourcing conflicts, recommend adjustments, and ensure critical initiatives are adequately staffed. c. Monitor utilization of key resources to optimize productivity and reduce bottlenecks. 3. Portfolio Reporting & Metrics a. Create and deliver executive-level dashboards and reports that track project health, risks, costs, benefits, and solution adoption/performance. b. Monitor performance of the portfolio using key metrics (e.g., schedule adherence, ROI, benefits realization). c. Provide visibility into interdependencies, risks, and impacts to enable timely decision-making. 4. Risk & Issue Management a. Oversee portfolio-level risk assessments and escalations. b. Collaborate with Project Manager to identify risks and recommend mitigation strategies across projects. c. Ensure issues impacting multiple initiatives and solution are resolved or escalated appropriately. 5. Governance & Process Improvement a. Establish and enforce portfolio governance standards, intake processes, and reporting cadences. b. Collaborate with Project Managers to promote best practices and improve project delivery maturity including standardization and optimization of solutions. c. Ensure compliance with regulatory, contractual, and organizational standards for project and portfolio management. 6. Stakeholder Engagement & Communication a. Serve as a key liaison between executive leadership and project/departmental teams. b. Communicate portfolio priorities, decisions, and status updates to stakeholders at all levels. c. Facilitate alignment workshops and cross-departmental planning sessions as needed. 7. Continuous Improvement a. Drive process, technology, and performance improvements across the portfolio. b. Identify opportunities to optimize workflows, enhance solutions, and increase overall organizational performance. c. Track emerging trends, tools, and best practices in portfolio, program, and project management. d. Recommend adjustments to enhance efficiency, effectiveness, standardization, and alignment with organizational strategy. 8. Perform other related duties as assigned. Join Our Team & Enjoy Great Benefits! At Infinite Legacy, we care about our employees' well-being, both at work and in life. That's why we offer an excellent benefits package designed to support you and your family. Our Benefits Include: Health, Dental & Vision Insurance: Comprehensive coverage for you and your loved ones. Paid Time Off: Take the time you need to relax and recharge. 401K: Plan for your future with employer contributions. Life & Disability Insurance: Peace of mind, no matter what happens. Pet Insurance Discounts: Because your furry friends matter too! Tuition Reimbursement: We support your growth and development with education assistance. Join our team today and experience a workplace that truly values you!

The Portfolio Manager position requires a broad and deep understanding of wealth management, fiduciary practices and investment strategies. The Portfolio Manager actively participates in the retention of existing clients, including assisting in the preparation and presentation of client proposals and reconciling account assets. The ideal candidate will have extensive investment expertise and will be able to operate in a semi-autonomous and entrepreneurial environment while maintaining a sales and client-centered focus. Portfolio Managers are team players and methodical business builders with experience and expertise as trusted portfolio managers serving the sophisticated needs of high net worth individuals, families, and institutions. The position requires a strong understanding of the full range of investment expertise in wealth management and related products, services, and processes. RESPONSIBILITIES * Participate in discussions on asset allocation, risk, investment performance, economic, and financial market trends with clients * Meet with clients on a quarterly basis, or as needed, to review portfolio performance and present appropriate recommendations * Prepare and present pitch materials to prospective clients * Evaluate financial products and services on the Wealth Management platform and recommend changes when necessary * Analyze investment performance of designated accounts and third-party portfolio managers utilized within the Wealth Management department * Buy, sell, and trade securities for accounts in accordance with policies established by the Investment Committee * Maintain a high service level by working closely with Private Wealth Advisors, Trust Officers, and department managers * Complete assigned account annual reviews ("Reg-9" reviews) and related paperwork and records maintenance * Guide and mentor Investment Analysts on assigned work as needed Qualifications * Bachelor's degree required * MBA or advanced degree in Finance or related fields, with desire to obtain the Chartered Financial Analyst designation preferred * Minimum of five years of experience in investment management and fiduciary portfolio management required * Chartered Financial Analyst (CFA) designation highly desired * Strong, successful track record that meets or exceeds goals set consistently required * Ability to foster teamwork and motivate colleagues required * Client-centered focus with excellent strategic thinking ability and consultative skills * Proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required * Strong proficiency with research/analytics tools (Bloomberg, FactSet, Morningstar, Investor's View, FirstRate) * Demonstrated experience in effective client relationship management required * Excellent verbal and written communication and interpersonal skills required * Flexibility to accommodate work outside normal business hours * Capacity to work with challenging clients and diverse groups of people * Ability to travel up to 25% is required KEY COMPETENCIES * Account management * Business Acumen * Presentation skills * Entrepreneurial spirit * Enthusiastic, positive energy Essential Functions: * Sitting / standing for extended periods of time * Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components * Ability to converse and exchange information with all levels of staff within organization. * Ability to observe, perceive, identify, and translate data * Ability to travel via air, rail, automobile, and/or bus Company Profile In Washington, DC, the expected base pay salary range for this role is $111,709 - $195,491, placement within the range will be determined on an individualized basis commensurate with experience and skills and is only one part of the total compensation package. Your base salary may be subject to an annual merit increase based upon performance and, depending on the position, may be eligible for cash bonuses, long-term incentives, commissions, and other United Bank sponsored benefit programs. At United, we recognize our employees as our greatest asset, and we strive to provide professional and personal development opportunities such as career advancement, job and industry trainings, wellness initiatives, mentoring and leadership programs. Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here. At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Nearest Major Market: Washington DC Job Segment: CFA, Financial Analyst, Bank, Banking, MBA, Finance, Management

Job Description Computer Technologies Consultants (CTC) is seeking a Portfolio Manager to support the U.S. Centers for Medicare & Medicaid Services (CMS) in the National Capital Region (NCR). With offices in Washington DC and San Diego, CA, CTC is a leading technology company providing lifecycle IT, data analytics, cloud managed hosting services, agile software development, DevOps, Test Automation, Cyber Security, and infrastructure solutions. Additionally, we provide Professional Talent Acquisition Services as we proudly support the unique needs of U.S. Defense, Intelligence, and Federal Civilian agencies as well as Fortune 1000 companies. Got the Government Contractor Blues? Looking for a company that cares and goes beyond just filling another contract billet? Well look no further! Experience this family-oriented company who takes pride in you and will help you grow where your passions lie. Holding many Defense & Federal government contracts around the globe, with our client you have the opportunity to take on new and evolving challenges, aim beyond what you think you are capable of and work in collaborative, dynamic, and high-tempo environments. Our clients' employees are their most valued asset and they invest in their people because they are in it for the long term. They are committed to your success and well-being and offer competitive benefits packages, salaries, bonus/award programs, and a high potential for professional growth and job opportunities world-wide. Why Should You Be Interested? Direct hire full-time position Competitive base salary and comprehensive benefits Mid-size company with room for growth Position Title: Portfolio Manager Position Location: This position is full time, on-site at our client's facility in the National Capital Region Daily Responsibilities: Provides overall portfolio management across multiple initiatives, including strategy alignment, governance, and financial integration. Leads enterprise portfolio(s) with approximately five (5) or more initiatives, providing decision support, Budget Portfolio Integration (BPI) (or equivalent) execution support, and portfolio-level risk and issue management. Establishes and leads portfolio-level governance, including prioritization, dependency coordination, and escalation of portfolio risks/issues to appropriate stakeholders. Ensures delivery of timely, high-quality, and compliant deliverables in accordance with contract requirements. Oversees work planning, staffing alignment, and performance across portfolio initiatives; coordinates staffing needs and monitors execution against plans. Oversees portfolio-level financial tracking to ensure alignment between planned work and executed work. Ensures required portfolio/program documentation is properly maintained and kept current. Required Years of Experience (min): At least eight (8) years of relevant portfolio or program management experience. Required Degree/Certifications: Bachelor's degree or equivalent additional years of experience. Required Experience & Expertise in the following areas: Demonstrated success delivering complex projects and initiatives on time and within budget. Experience supporting Federal or commercial health related programs; CMS and/or HHS experience preferred. Ability to manage priorities and meet critical deadlines in a fast-paced environment. Strong written and oral communication skills, including executive-level communication and stakeholder coordination. Required Clearance: Security/Background Check Pay Information Full-Time Salary Range: TBD Please note: This range is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to: business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Computer Technologies Consultants, Inc. is an Equal Opportunity Employer that provides employment opportunities for all qualified applicants without regard to race, color, religion, gender identity and/or expression, sexual orientation, age, mental or sensory differing abilities, protected veteran status, sex, national origin, or any other characteristic protected by applicable law. Computer Technologies Consultants, Inc. is devoted to diversity, equity, and inclusion.

Industrial Bank is a Community Bank that was established in 1934 and has been successfully operating for 90 years. It has acquired the distinction as a Community Development Financial Institution, with a mission to invest in low to moderate income communities we serve in the Mid-Atlantic region ranging from DC, Maryland, Virginia, New Jersey and New York City. Industrial Bank is known for its community engagement and volunteer participation in all the communities it serves. We embrace a culture of Professional Kindness and Ideal Team Player. Industrial Bank is seeking a qualified candidate for the position of Portfolio Manager. The qualified candidate must demonstrate an exceptional knowledge of the Commercial Lending Practices/Documentation. This position reports to the SVP/Chief Lending Officer at our 4812 Georgia Ave, NW, Washington, DC. Industrial Bank offers employees an array of health benefits, a 401K program, short and long term disability plans, and life insurance. We also provide employees with vacation time, sick/safe days, personal days and 11 paid holidays. The Portfolio Manager/Officer manages the receipt and processing of commercial loan applications, handles underwriting of credits under $500K, manages all administrative functions related to the commercial loan portfolio. The Portfolio Manager supports Commercial or Commercial Real Estate Loan Officers as designated and works directly with the Commercial Lending Team in performing assigned duties; and other duties as assigned A Day in the Life of a Portfolio Manager at Industrial Bank Manages all aspects of the designated commercial loan portfolio Review financial information and compare against financial covenants then place a note in the Loan file and advise the Loan Officer Review of Document Exceptions report /aka Ticklers Contact loan portfolio Borrowers on the exception report to request updated financial information and other required items to meet loan covenant requirements. Import financial information and supporting documentation collected into the Banks electronic loan file system Prepare the Loan Presentation Sheet (aka the “LPS”) using the Moody's electronic system Review past due report and makes collection efforts via phone call/email/letter Coordinate and arrange loan payments and manual draft payments for past due loans Applies the Bank's underwriting criteria to determine the risk rating of each new loan and loan renewal. Uses the FICO Credit Scoring module for loans that meet the criteria. Coordinating the loan closing with the Closing team is essential once a loan is approved. Completes the Loan Closing Checklist and submits it to the Loan Closing Manager Required education and experience Bachelor's degree in business administration, accounting, marketing, or a related discipline. 2-3 years' experience as a commercial loan analyst with important accounts. Knowledge of federal bank regulations. Knowledge of marketing and relationship management practices. Knowledge of financial and credit risk analysis. Additional eligibility preferences (types), if applicable. Moody's Lending Cloud . Banking Platforms . Microsoft WORD Excel Knowledge of computer software programs used to evaluate financial information and to maintain loan information.

Do you want to work for a company that cares about you as a person, not just a number? For a company that provides outstanding leadership? For a company that offers exceptional benefits? RER Solutions, Inc., could be your new home. RER Solutions, Inc is accepting resumes for Portfolio Manager to become a part of our superior workforce. The Portfolio Manager will provide onsite and remote leadership services to the Department of Energy's Loan Programs Office's Division of Portfolio Management. RESPONSIBILITIES Provide comprehensive monitoring reports on portfolio loan performance of approved projects to the appropriate federal and project finance authorities Identify issues of contemporary and future impacts on the work, conduct an analysis of their implications and alternatives, and monitor the portfolio, individual projects, and guarantors for warning signs of credit deterioration Execute a portfolio risk management process that assists in identifying, managing, monitoring, and reducing risks in the portfolio while being conscious of the need to respond promptly to post-issue requests from borrowers, sponsors, and lenders Establish Asset Monitoring and Supervision work-flow processes and schedules to accomplish assigned projects, plans, and activities associated with approved office missions and functions, including the development of project-specific Credit Monitoring Plans Monitor energy sector developments pertinent to the borrower's operating environment, i.e., price and demand movements, legal and regulatory changes, and structured changes within the sector Present analyses through a variety of means, including formal written studies and oral presentations Independently function as a project transaction negotiator/re-negotiator throughout occurrences of debt restructuring Act as credit and financial analyst on the Portfolio Management Division teams Represent, as needed or requested, the office at interagency meetings, inter-creditor discussions, steering committees of creditors, and public conferences Interface with and obtain information from a variety of sources across the industry as well as other organizations to support the office's activities Provide in-depth analyses for structuring, updating, and maintaining the Credit Monitoring Plans Review project financial statements, progress and engineering reports, covenant compliance certificates, collateral reports, and information gathered from news reports and site visits Review, manage, and respond to post-closure requests from borrowers and lenders for amendments to loan terms, waivers, extensions, payment deferments, and other modifications related to operative loans and guarantees Prepare or collaborate with other senior staff in the preparation of comprehensive position papers, memorandums, and briefing materials across all phases of operations for use with senior management Review project and legal documents, including but not limited to Credit Committee memos; financing documents, including Credit Agreement, Security Agreement, Independent Engineering Report, project documents, including the Engineering Procurement, and Construction, Off-take, Supply, Operations, and Maintenance Agreements Negotiate new terms with borrowers or other creditors in the event of a default Prepare a Transfer Memo to the Special Assets Group when there is a determination question regarding the status of any borrower or liquidation as the only course of action available to ensure the maximization of taxpayer funds Lead and mobilize project teams to address the technical, legal-economic, and financial feasibility aspects of a transaction and to ensure compliance with LPO procedures, goals, and milestones Prepare regular credit reports for specific projects that adhere to the guidelines as set forth by the Portfolio Management Division Ensure all data for assigned projects are entered promptly and accurately in the Quicksilver Monitoring system Requirements US Citizenship is required to obtain client-issued Public Trust A minimum of 10 years of related professional experience Proficiency in making presentations and explaining and creating financial models for a variety of audiences Expertise in applying analytical methods and evaluation techniques to a broad range of functional areas such as project and corporate risk assessment, accounting, and corporate finance to evaluate the viability of a loan transaction Ability to ensure effective compliance monitoring and reporting according to the terms contained in Credit Agreements and for overall portfolio risk management Knowledge of the financial, market, credit, and technical risks inherent in the distinct energy technologies, as well as appropriate mitigation, approaches available or desirable Knowledge in diverse corporate finance structures such as asset-based, limited, or full recourse project finance transactions to make sound financial decisions and recommendations Knowledge of the policies, processes, and practices available for the effective control of individual loan transactions and sector risks, as well as overall portfolio risk Skill in the research of finance structures such as corporate, asset-based, or limited resource project finance transactions to make sound financial decisions and recommendations Ability to address the technical, legal-economic, and economic feasibility aspects of high-value loans for large-scale projects Ability to perform complex financial analysis and make sound financial decisions Knowledge of borrowers' and lenders' requirements for terms of loan and loan guarantees Excellent written and oral communication skills Excellent attention to detail and an understanding of fundamental business writing Expertise in Microsoft Office Products (i.e., Word, Excel, PowerPoint, and Outlook) EDUCATION: Bachelor's Degree or Master's (preferred) COMPENSATION Includes paid holidays, vacation, sick leave, 401k matching, life insurance, health, vision, and dental benefits. This position is not available for Corp-to-Corp or 3rd party sourcing. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description Solutions Through Innovative Technologies, Inc. (STI-TEC) specializes in the delivery of professional business and information management services. STI-TEC offers government and commercial clients a comprehensive portfolio of services that identify, manage, distribute and improve business processes related to entities' most valued resource, information. As a fast-growing solutions provider, established in 2000, total customer satisfaction has remained the cornerstone of our business. Our business model focuses on integrity, loyalty, and trust. Position OverviewThe FCB Capability Portfolio Management Analyst will conduct portfolio level reviews of designated or selected capability or focus areas (e.g. protection, logistics, force application, etc. or Warfighting Function) to determine an as-is status (at program and project levels) aligned to ownership (e.g. Service, CCA, CSA or other entity). Essential Job Function Identify and recommend priority gaps aligned to Capability / Key competitive advantages and disadvantages contained in current strategic documents such as the National Military Strategy, Joint Concepts and their subordinate or supporting concepts. These prioritized gaps will serve as candidates for additional studies and analysis, modeling and simulation, or exercise and war-game candidate topics. Identify and recommend portfolio priorities and activities across the DOTMLPF-P spectrum to address gaps/threats and articulate portfolio recommendations for investments, divestments, or sustainment. Identify programs, efforts, and documents that are suited for Joint designation and support interoperability and key attribute activities. Conduct a review of current portfolio products and documentation (e.g. requirements documents and when available, DODAF architectures, Chairman's Program Recommendations, Capability Gap Assessments, and Science and Technology initiatives and projects, and other high-level documents, to identify portfolio redundancies/outdated recommendations for trade-offs or divestment. Conduct assessments and traceability of cross-portfolio impacts and dependencies essential to the creation of materiel and non-material warfighter capabilities. Apply analytical support and rigor to reviews of the contributions of on-going, new, or altered capabilities and capability requirements made toward mitigating capability gaps for reducing risks within portfolios; and help ensure warfighters have sufficient ability to conduct tasks and missions under applicable threat conditions. Provide support developing and presenting executive level products including CJCS-level briefings and correspondence. Participate in daily, weekly, and monthly meetings where data exchanges are discussed; and shall provide regular follow-up briefings to leadership. Provide initial, interim reviews and draft and final reports to the TA to align methods, timing and performance requirements for each independent tasked analysis. Minimum Qualifications Must possess active TS/SCI US Citizen Master's Degree from an accredited college or university in a technical field and five (5) years of task related experience OR Bachelor's Degree from an accredited college or university in operations research, engineering, mathematics or related field plus ten (10) years of task related experience. Possesses extensive knowledge of the Joint Force as demonstrated by at least 50% of task related experience supporting the DoD. Operational experience includes planning and executing combined and joint operations at the theater or component level, knowledge of combat arms, all source intelligence analysis, logistics, civil-military operations, and site's area of responsibility or functional area) and task related experience. Extensive expertise or experience in the Joint Capability Integration and Development System and DoDI 5000 is desired to support acquisition activities. Comprehensive knowledge of Microsoft Office Suite is required. Ability to conduct portfolio-level reviews of designated capability areas (e.g. protection, logistics, force application) to help advise the CJCS on how to optimize capability investments across the defense enterprise and minimize risk in meeting the Department's capability needs. Ability to collect and analyze data from current (as-is) capability portfolio and gather inputs from government employees with specialized knowledge of systems and programs of record. Experience designing and preparing technical reports, studies and related documents. Experience planning and preparing decision support briefings. Able to support all aspects of a military organization's research and development policies, objectives, and initiatives. Ability to research new technologies that align with the capability portfolio to identify alternate courses of action to improve portfolio performance. Applicants selected may be subject to a U.S. Government security investigation and must meet eligibility requirements for access to classified information. STI-TEC is an equal opportunity employer and values diversity. Employment is decided on the basis of qualifications, merit, and business need. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected Veteran status, gender identity and sexual orientation. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation and training. If you need assistance or an accommodation due to a disability, you may contact us at ************** or you may call us at 1+************.